JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 27)
5,175 institutional investment managers reported a JPM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $642.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 2,601 to 2,700. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
JPM 13F holders ranked 2,601–2,700 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2601 | CALTON & ASSOCIATES#2601 · 9,436 sh | 9,436 | $3.1M | 0.45% | -19.0% |
| 2602 | TERRIL BROTHERS#2602 · 9,425 sh | 9,425 | $3.1M | 0.80% | 0.0% |
| 2603 | Cadia Private Client#2603 · 9,403 sh | 9,403 | $3.1M | 2.21% | 0.0% |
| 2604 | Alexander Randolph Advisory#2604 · 9,385 sh | 9,385 | $3.1M | 2.53% | -7.6% |
| 2605 | FINANCIAL MANAGEMENT NETWORK#2605 · 8,995 sh | 8,995 | $3.1M | — | +1.1% |
| 2606 | Godshalk Welsh Capital Management#2606 · 9,370 sh | 9,370 | $3.1M | 1.65% | -1.3% |
| 2607 | N.E.W. Advisory Services#2607 · 9,356 sh | 9,356 | $3.1M | 0.20% | +0.8% |
| 2608 | Boomfish Wealth Group#2608 · 9,353 sh | 9,353 | $3.1M | — | +2.4% |
| 2609 | NorthStar Asset Management#2609 · 9,326 sh | 9,326 | $3.1M | 1.24% | -0.3% |
| 2610 | Walsky Investment Management#2610 · 9,312 sh | 9,312 | $3.0M | 2.83% | -1.8% |
| 2611 | Black Diamond Financial#2611 · 9,300 sh | 9,300 | $3.0M | — | -0.1% |
| 2612 | Prentice Wealth Management#2612 · 9,298 sh | 9,298 | $3.0M | — | +1.2% |
| 2613 | Papamarkou Wellner Asset Management#2613 · 10,344 sh | 10,344 | $3.0M | 1.91% | 0.0% |
| 2614 | Redhawk Wealth Advisors#2614 · 9,296 sh | 9,296 | $3.0M | — | -4.8% |
| 2615 | Westview Management dba Westview Investment Advisors#2615 · 9,261 sh | 9,261 | $3.0M | 1.48% | -3.2% |
| 2616 | Front Row Advisors#2616 · 8,362 sh | 8,362 | $3.0M | 0.88% | -3.1% |
| 2617 | Tower View Wealth Management#2617 · 9,245 sh | 9,245 | $3.0M | — | -5.2% |
| 2618 | NAVELLIER & ASSOCIATES#2618 · 9,240 sh | 9,240 | $3.0M | 0.24% | +12.1% |
| 2619 | Westmount Partners#2619 · 9,237 sh | 9,237 | $3.0M | 0.66% | +1.2% |
| 2620 | LexAurum Advisors#2620 · 9,218 sh | 9,218 | $3.0M | — | -0.7% |
| 2621 | Redwood Investment Management#2621 · 9,218 sh | 9,218 | $3.0M | 0.30% | +3.6% |
| 2622 | MRP Capital Investments#2622 · 9,208 sh | 9,208 | $3.0M | 2.22% | -0.8% |
| 2623 | Asio Capital#2623 · 9,178 sh | 9,178 | $3.0M | — | -3.4% |
| 2624 | Kingstone Capital Partners Texas#2624 · 9,173 sh | 9,173 | $3.0M | 1.60% | -3.8% |
| 2625 | Chesapeake Wealth Management#2625 · 9,165 sh | 9,165 | $3.0M | 0.84% | -3.6% |
| 2626 | Cromwell#2626 · 9,150 sh | 9,150 | $3.0M | 1.34% | +2.7% |
| 2627 | Windsor Capital Management#2627 · 9,139 sh | 9,139 | $3.0M | — | -7.6% |
| 2628 | Iron Financial#2628 · 9,134 sh | 9,134 | $3.0M | — | -0.7% |
| 2629 | Sunpointe#2629 · 9,130 sh | 9,130 | $3.0M | — | -13.5% |
| 2630 | OARSMAN CAPITAL#2630 · 9,101 sh | 9,101 | $3.0M | 0.32% | +8.3% |
| 2631 | CFC Planning#2631 · 9,085 sh | 9,085 | $3.0M | 1.74% | 0.0% |
| 2632 | Rossby Financial, LCC#2632 · 9,077 sh | 9,077 | $3.0M | 0.54% | +30.5% |
| 2633 | Astoria Portfolio Advisors#2633 · 9,073 sh | 9,073 | $3.0M | 0.50% | +11.0% |
| 2634 | Keebeck Wealth Management#2634 · 9,065 sh | 9,065 | $3.0M | 0.29% | +7.5% |
| 2635 | Mendel Capital Management#2635 · 9,065 sh | 9,065 | $3.0M | 1.34% | -1.4% |
| 2636 | BlackDiamond Wealth Management#2636 · 8,225 sh | 8,225 | $3.0M | 1.19% | -0.4% |
| 2637 | Yukon Wealth Management#2637 · 9,039 sh | 9,039 | $3.0M | 0.85% | New |
| 2638 | MWA Asset Management#2638 · 9,038 sh | 9,038 | $3.0M | 1.34% | -0.8% |
| 2639 | Pitcairn Wealth Advisors#2639 · 9,034 sh | 9,034 | $3.0M | 0.32% | -9.1% |
| 2640 | Pinion Investment Advisors#2640 · 9,032 sh | 9,032 | $3.0M | 0.56% | +2.8% |
| 2641 | Brown Financial Advisors#2641 · 9,025 sh | 9,025 | $3.0M | 1.03% | +0.5% |
| 2642 | WASHINGTON CAPITAL MANAGEMENT#2642 · 9,000 sh | 9,000 | $2.9M | — | +153.9% |
| 2643 | Emprise Bank#2643 · 8,997 sh | 8,997 | $2.9M | — | -0.8% |
| 2644 | WORLD EQUITY GROUP#2644 · 8,987 sh | 8,987 | $2.9M | — | -1.4% |
| 2645 | Cannon Capital Management#2645 · 8,980 sh | 8,980 | $2.9M | 2.50% | +0.8% |
| 2646 | Storen Legacy Partners#2646 · 8,978 sh | 8,978 | $2.9M | 0.80% | +15.5% |
| 2647 | VISTA INVESTMENT PARTNERS II#2647 · 8,972 sh | 8,972 | $2.9M | — | -0.7% |
| 2648 | CAPE ANN SAVINGS BANK#2648 · 8,972 sh | 8,972 | $2.9M | 1.38% | -0.8% |
| 2649 | Carson Advisory#2649 · 8,963 sh | 8,963 | $2.9M | 1.35% | -0.1% |
| 2650 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#2650 · 8,952 sh | 8,952 | $2.9M | 1.20% | +27.4% |
| 2651 | Monte Financial Group#2651 · 8,321 sh | 8,321 | $2.9M | 0.94% | -0.9% |
| 2652 | Keystone Financial Services#2652 · 8,929 sh | 8,929 | $2.9M | 0.75% | +0.9% |
| 2653 | DELTEC ASSET MANAGEMENT#2653 · 8,925 sh | 8,925 | $2.9M | — | 0.0% |
| 2654 | MERIDIAN INVESTMENT COUNSEL#2654 · 8,925 sh | 8,925 | $2.9M | — | +1.0% |
| 2655 | LEDERER & ASSOCIATES INVESTMENT COUNSEL#2655 · 8,899 sh | 8,899 | $2.9M | — | -1.9% |
| 2656 | AAFMAA Wealth Management#2656 · 8,898 sh | 8,898 | $2.9M | — | -6.6% |
| 2657 | Schneider Downs Wealth Management Advisors#2657 · 8,889 sh | 8,889 | $2.9M | 0.27% | +0.1% |
| 2658 | Byrne Asset Management#2658 · 8,888 sh | 8,888 | $2.9M | — | -7.6% |
| 2659 | Faithward Advisors#2659 · 8,883 sh | 8,883 | $2.9M | 0.35% | -4.7% |
| 2660 | Range Advisory#2660 · 8,876 sh | 8,876 | $2.9M | 0.35% | +41.1% |
| 2661 | Foster Group#2661 · 8,862 sh | 8,862 | $2.9M | — | +1.9% |
| 2662 | ELCO Management#2662 · 8,856 sh | 8,856 | $2.9M | — | +1.0% |
| 2663 | IBEX WEALTH ADVISORS#2663 · 8,850 sh | 8,850 | $2.9M | 0.23% | -64.9% |
| 2664 | FORA Capital#2664 · 8,849 sh | 8,849 | $2.9M | 0.20% | +155.8% |
| 2665 | Benchmark Investment Advisors#2665 · 8,840 sh | 8,840 | $2.9M | 1.27% | -1.6% |
| 2666 | Legacy Edge Advisors#2666 · 8,830 sh | 8,830 | $2.9M | 0.27% | -0.7% |
| 2667 | Bolthouse Investments#2667 · 8,802 sh | 8,802 | $2.9M | 2.33% | 0.0% |
| 2668 | AK GLOBAL ASSET MANAGEMENT#2668 · 8,800 sh | 8,800 | $2.9M | 2.44% | +4.1% |
| 2669 | BENNETT SELBY INVESTMENTS#2669 · 8,800 sh | 8,800 | $2.9M | — | +0.4% |
| 2670 | ATWOOD & PALMER#2670 · 8,799 sh | 8,799 | $2.9M | — | -0.6% |
| 2671 | Fairtree Asset Management (Pty) Ltd#2671 · 8,773 sh | 8,773 | $2.9M | 1.10% | 0.0% |
| 2672 | M. Kraus#2672 · 8,762 sh | 8,762 | $2.9M | — | +0.4% |
| 2673 | Winning Points Advisors#2673 · 20,661 sh | 20,661 | $2.9M | 3.78% | -1.6% |
| 2674 | Navalign#2674 · 8,756 sh | 8,756 | $2.9M | 0.67% | -0.3% |
| 2675 | Chancellor Financial Group WB#2675 · 8,754 sh | 8,754 | $2.9M | 1.77% | +8.5% |
| 2676 | IFG Advisors#2676 · 8,748 sh | 8,748 | $2.9M | — | -0.5% |
| 2677 | Hummer Financial Advisory Services#2677 · 8,740 sh | 8,740 | $2.9M | — | 0.0% |
| 2678 | Waterway Wealth Management#2678 · 8,739 sh | 8,739 | $2.9M | 0.58% | +1.3% |
| 2679 | Mainstream Capital Management#2679 · 8,738 sh | 8,738 | $2.9M | — | -0.2% |
| 2680 | Prairie Wealth Advisors#2680 · 0 sh | 0 | $2.9M | 0.68% | New |
| 2681 | OLD POINT & FINANCIAL SERVICES N A#2681 · 14,661 sh | 14,661 | $2.9M | 0.87% | +26.8% |
| 2682 | Bath Savings#2682 · 8,729 sh | 8,729 | $2.9M | — | +6.8% |
| 2683 | CLEAR WAVE WEALTH MANAGEMENT#2683 · 8,720 sh | 8,720 | $2.9M | 0.53% | +1.7% |
| 2684 | LBMC INVESTMENT ADVISORS#2684 · 8,716 sh | 8,716 | $2.9M | 0.15% | +2.0% |
| 2685 | Costello Asset Management#2685 · 8,700 sh | 8,700 | $2.8M | 0.85% | +1.5% |
| 2686 | ANCHYRA PARTNERS#2686 · 8,683 sh | 8,683 | $2.8M | — | +6.6% |
| 2687 | Berkeley Capital Partners#2687 · 8,667 sh | 8,667 | $2.8M | 0.58% | +1.5% |
| 2688 | City State Bank#2688 · 8,656 sh | 8,656 | $2.8M | — | -0.6% |
| 2689 | CIM#2689 · 8,651 sh | 8,651 | $2.8M | 0.37% | +3.7% |
| 2690 | CORA CAPITAL ADVISORS#2690 · 8,648 sh | 8,648 | $2.8M | 0.79% | -2.1% |
| 2691 | Sovereign Financial Group#2691 · 8,640 sh | 8,640 | $2.8M | 0.43% | +3.1% |
| 2692 | O'Domhnaill Enterprises#2692 · 8,635 sh | 8,635 | $2.8M | 2.26% | +81.1% |
| 2693 | Wealth Management Associates#2693 · 8,631 sh | 8,631 | $2.8M | 0.78% | +3.7% |
| 2694 | SHAKER INVESTMENTS#2694 · 8,630 sh | 8,630 | $2.8M | 1.02% | -0.9% |
| 2695 | 1620 INVESTMENT ADVISORS#2695 · 8,618 sh | 8,618 | $2.8M | 1.75% | -3.0% |
| 2696 | Platform Wealth Management#2696 · 8,613 sh | 8,613 | $2.8M | 1.03% | — |
| 2697 | Serenity Investment Advisors#2697 · 8,008 sh | 8,008 | $2.8M | 1.20% | -2.5% |
| 2698 | JNBA Financial Advisors#2698 · 8,578 sh | 8,578 | $2.8M | 0.21% | +0.2% |
| 2699 | Greykasell Wealth Strategies#2699 · 8,577 sh | 8,577 | $2.8M | 1.02% | +0.2% |
| 2700 | GREATMARK INVESTMENT PARTNERS#2700 · 8,577 sh | 8,577 | $2.8M | 0.31% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.